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Jeffrey John Sievers

Unique Wealth, LLC

Tampa, FL

Clearwater, FL

CRD 3041857

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Employer firm

Unique Wealth, LLC CRD 312462

$966M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Unique Wealth, Llc

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-06
FL RA APPROVED 2021-03-04
  • TX RA
    APPROVED
    Since 2025-08-06
  • FL RA
    APPROVED
    Since 2021-03-04

Branch Locations

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609 • United States

311 Park Place Blvd N, Suite 230, Clearwater, FL 33759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curtis Parry Tampa FL 02/2009 03/2021
Northwestern Mutual Investment Services, Llc Tampa FL 02/2009 03/2021
Unique Wealth, Llc Tampa FL 03/2021 Present
  • 02/2009 → 03/2021
    Curtis Parry
    Tampa, FL
  • 02/2009 → 03/2021
    Northwestern Mutual Investment Services, Llc
    Tampa, FL
  • 03/2021 → Present
    Unique Wealth, Llc
    Tampa, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-15
  • S63 Uniform Securities Agent State Law Examination
    1999-02-15
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jeff Sievers

View on SEC IAPD

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Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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